Commercial deepwater container port with container cranes and infrastructure under clear morning sunlight
Commercial deepwater container port with container cranes and infrastructure under clear morning sunlight
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Wellingo Capital Criteria

Multi-Decade Investment Parameters

Providing patient, low-cost capital designed for absolute safety of yield and long-term capital preservation across essential real asset platforms.

Core Requirements

Key Acquisition Criteria

PURCH PRICE THRESHOLDS

TENANT QUALITY

LEASE STRUCTURE

TARGET YIELDS

  • Min. $50M for AU, NZ & SGP

  • Min. £50M for UK

  • Min. $100M for USA

  • Transaction availability ranges from $50M to $500M per asset

  • Strong tenant entity

  • Must hold Standard & Poor’s credit rating of at least BBB

  • Unrated or lower-rated entities can participate via a BBB-rated third-party guarantor

  • Min 20-year term, triple-net lease (or bareboat charter for shipping)

  • Daily operations & maintenance are fully managed and funded by tenant/lessee

  • Monthly in advance, with fixed annual increases tied to CPI or min 3% (whichever is higher)

  • No market reviews are required.

  • Australia & NZ: 8.25% – 9%

  • USA: 7.25% – 7.5%

  • UK: 6.5% – 6.75%

  • Europe: 7%

  • Japan: 5.5%

Target Sectors

Asset Classes

Wellingo targets high-quality physical assets with durable long-term demand. Acceptable asset classes include:

  • Real Estate & Infrastructure: Office buildings, retail, industrial sites, service stations, hotels, and universities.

  • Public & Social Assets: Hospitals, schools, prisons, police/railway stations, courts, and municipal infrastructure.

  • Logistics & Equipment: Ports, airport facilities, shipping, aircraft, telco networks, and major plant/machinery.

Capital Structure & Benefits

Wellingo is a low-leveraged group and seeks only conservative income.

  • Pricing Flexibility: we are not price-sensitive provided yield and counterparty criteria are satisfied. Vendors may elect to transact at the higher of independent valuations, requiring no principal guarantees beyond timely rent payments.

  • Capital Upgrades: For depreciating assets and plant equipment, we offer advance funding for up to two upgrades during the lease term to preserve operational utility.

  • Senior Debt Co-Investment: For highly leveraged developments (e.g., mines or mills), our equity can serve as the final funding layer alongside senior bank debt, potentially incorporating a profit-share component.

  • Buyback Rights: Vendors receive first right of repurchase at lease end (or prior, subject to financial break-costs) under a pre-agreed pricing formula.

Discuss Asset Transactions

Liberating Capital for Balance-Sheet Growth

Structured buy-back rights, capital pre-funding for asset upgrades, and zero required vendor principal guarantees — delivering conservative, inflation-protected income over 20 years.